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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TIC Service code 13 · EIN 93-4217445 | Contract Administrator | $38,230 |
ASCENSUS LLC6 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 | Legal | $30,310 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS Service code 15 1 JEFFERSON AVE. · ST. LOUIS, MO 63103 | Recordkeeping | $23,271 |
Service code 10 · EIN 31-0800053 | Accounting | $13,680 |
THE SEGAL COMPANY1 year Filed as: SEGAL INSURANCE Service code 23 · EIN 65-1160808 | Insurance services | $8,580 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,191 | $83,023-72.1% | $102,437-77.4% | $77,762-70.2% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 10.14% | 19.12%-9.0pp | 24.95%-14.8pp | 31.27%-21.1pp |
| Employer contribution / active EE | $3,264 | $3,552-8.1% | $3,871-15.7% | $2,728+19.7% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $202 | $639-68.3% | $8,388-97.6% | $433-53.2% |